Maximize Your Impact with Advanced Longevity Planning: Exclusive Webinar

Join us for an exclusive training opportunity that's shaping the future of financial advising: "Training for Longevity Planning". The majority of affluent pre-retirees have serious concerns about outliving their retirement savings, protecting their assets, and enjoying retirement to its fullest. 

Due to overwhelming demand from our last session, we're offering a deeper dive this Thursday, April 25, at 11 AM CT. This is your invitation to be part of an exclusive group that is transforming challenges into opportunities.

Hear what one the Best in the Business has to say:

Terry, a seasoned advisor with InsurMark, has seamlessly integrated our longevity planning tools into his strategy. He manages over $200M AUM and generates more than $13M in annual annuity business. He insists, “I wouldn’t do it any other way.” Join Terry and other high-caliber professionals who are setting new standards in financial advising.

What You Will Gain:

• Cutting-edge marketing strategies: Transform longevity anxieties into compelling opportunities for client engagement.
• Effective Tools and Techniques: Learn how to use our bespoke longevity assessment tool to craft superior client plans that integrate financial and health perspectives.
• Actionable Insights: Convert prospects into loyal clients with innovative conversation starters and relationship-building tactics.

The HALO personalized health analysis and longevity optimizer gives you and your clients:

• Longevity (probability of living to age 110)
• Out-of-pocket health care costs
• Extended care years & costs (LTC)

Testimonials from Industry Leaders:

• "The direction you are taking the Longevity conversation is crucial — it's about educating clients and equipping advisors."
• "This paradigm shift is not just exciting; it's essential."
• "Embrace this critical advice: Longevity Planning is indispensable in today’s financial landscapes."
• "Adopt a holistic approach to retirement planning — it's about optimizing wealth and health together."

Why You Can't Afford to Miss This:

In just 60 minutes, we will equip you with sophisticated assessments, strategies and tools essential for today’s top financial advisors. Discover how to leverage the latest insights on longevity to strengthen client relationships, enhance your advisory practice, and drive unprecedented growth.

Secure Your Spot Now:

Spaces are limited for this high-impact session. Register today to ensure you don’t miss out on transforming how you approach longevity in financial planning.

Don’t just stay current — stay ahead. We look forward to welcoming you to a morning of insights and advancements.